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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (103571)4/11/2000 1:13:00 AM
From: minnow68  Read Replies (1) of 1581938
 
Scumbria,

I agree completely. I read that article and thought most of it was silly. The Athlon to Coppermine is like Beta to VHS? Please. He also completely ignored flash.

Unless Intel is willing to commit earnings suicide, I can't see how AMD's earnings go down until Willy shows up in quantity. My prediction for that is somewhere between 2001Q1 and 2001Q4 inclusive. Copper at .13 micron, large on-die caches, and Sledgehammer may make 2001 a quite reasonable year for AMD.

Mike

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